CornerStone Financial Group

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Nicholas Tucker

Nicholas Tucker

Private Wealth Advisor

Associate Franchise Consultant
Visit Nicholas Tucker's website
Paul Giles

Paul Giles

Financial Advisor

Visit Paul Giles's website
Rick Sieja

Rick Sieja

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Rick Sieja's website
Gunther R Brieger

Gunther R Brieger

Financial Advisor

Visit Gunther R Brieger's website
Leon Carter

Leon Carter

Financial Advisor

Visit Leon Carter's website
Damon Dyas

Damon Dyas

Financial Advisor

Visit Damon Dyas's website
Jonathon Hornbeck

Jonathon Hornbeck

Financial Advisor

Visit Jonathon Hornbeck's website
Eva Moulton

Eva Moulton

Financial Advisor

Visit Eva Moulton's website
JC Wilhelm

JC Wilhelm

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit JC Wilhelm's website

Team

Carrie A. Barr

Carrie A. Barr

Paraplanner

Qualifications

  • Series 7
  • Life & Health Insurance
  • Variable Contracts
  • Series 66

Roles & Responsibilities

  • Carrie Barr has been with Ameriprise since 2006. She is licensed and is also focused on the operations of the practice
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Angela Bomber

Angela Bomber

Financial Planning Specialist

Shane L. Harvey

Shane L. Harvey

Financial Planning Assistant

Qualifications

  • Series 7
  • Series 66
  • Life & Health Insurance
  • Certified Retirement Planning Counsellor
  • BS in Criminal Justice from Wayne State University

Roles & Responsibilities

  • Shane is directly involved in creating and delivering financial plans
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Stacie Helsel

Stacie Helsel

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Life and Health Insurance

Roles & Responsibilities

  • Stacie Helsel has been with Ameriprise since 2004. She is licensed and focuses on the operations of the practice.
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Kim Knuth

Kim Knuth

Office Manager,

Client Concierge
Travis Liedke

Travis Liedke

Financial Planning Specialist

Jennifer Matthews

Jennifer Matthews

Administrative Assistant

Roles & Responsibilities

  • Jennifer is responsible for the day to day operations with scheduling and business processing for the Advisors in our Troy location
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Jessica Walla

Jessica Walla

Client Service Specialist

Qualifications

  • Jessica holds a bachelor’s degree Business Administration from Alma College.

Roles & Responsibilities

  • Her responsibilities include leading the team, preparing investment portfolios, running proposals through multiple financial planning and investment tools.
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Amanda Wilhelm

Amanda Wilhelm

Administrative Assistant

Roles & Responsibilities

  • Amanda helps our team with the day to day operations and schedules for our Advisors.
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